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[@Eikevcinner](/creator/twitter/Eikevcinner)
"U.S. Shutdown: Now a Washington crisis likely lasting into Nov. 📊Beacon: No sign of White House talks or Dem concessions may become record-long. 🕒Day 17; traders on Kalshi see XX days (vs XX two weeks ago)"  
[X Link](https://x.com/Eikevcinner/status/1979566837542395940) [@Eikevcinner](/creator/x/Eikevcinner) 2025-10-18T15:14Z 1156 followers, XX engagements


"⚠Volatility Returns: Trade tensions bank shocks & AI bubble fears hit U.S. stocks wildest swings since April. 😨VIX spikes as traders hedge; fear premium rising"  
[X Link](https://x.com/Eikevcinner/status/1979567648917893478) [@Eikevcinner](/creator/x/Eikevcinner) 2025-10-18T15:18Z 1156 followers, XX engagements


"🤖AI Fatigue: Oracle raises 2030 targets ($225B rev $XX EPS) but investors unimpressed. 📉Stock -X% worst S&P XXX loser Friday"  
[X Link](https://x.com/Eikevcinner/status/1979568903593324928) [@Eikevcinner](/creator/x/Eikevcinner) 2025-10-18T15:22Z 1156 followers, XX engagements


"ChatGPT US: Dow +0.52% (1.56% wk) Nasdaq +0.52% (2.14%) S&P500 +0.53% (1.7%) China ADRs: Golden Dragon -XXXX% (1.83%) New Oriental +2% Alibaba/JD +1% Zhihu/iQIYI -X% Kingsoft Cloud -X% Europe: Stoxx50 -XXXX% FTSE100 -XXXX% CAC40 -XXXX% DAX30 -1.82%"  
[X Link](https://x.com/Eikevcinner/status/1979570797607047304) [@Eikevcinner](/creator/x/Eikevcinner) 2025-10-18T15:30Z 1156 followers, XX engagements


"Could boost debt sustainability wealth & EU markets. Aging population strains public pensions (70% income EU vs XX% US/UK). EU needs 1T/yr private investment; incentives can shift savings to productive assets. EU SIA proposal and pension plan expected by year-end"  
[X Link](https://x.com/Eikevcinner/status/1979573800540004616) [@Eikevcinner](/creator/x/Eikevcinner) 2025-10-18T15:42Z 1156 followers, XX engagements


"ChatGPT 💽HSBC on NVIDIA: Bull case: FY27 data center rev $390B EPS $XXXX. AI GPU opportunity: $251B$400B from Stargate + OpenAI (18.3GW). Outlook: AI GPU TAM to expand beyond hyperscalers driving sustained earnings growth"  
[X Link](https://x.com/Eikevcinner/status/1979890165780033758) [@Eikevcinner](/creator/x/Eikevcinner) 2025-10-19T12:39Z 1157 followers, XX engagements


"AI CapEx Boost (Barclays): Big Tech (AMZN MSFT GOOGL META NVDA) drove +1ppt to H1 2025 GDP or 0.8ppt after imports. Spending focused on computers software & data centers. Q2 2025: AI-related CapEx $10.4B (25% of nonresidential investment)"  
[X Link](https://x.com/Eikevcinner/status/1979890924101742744) [@Eikevcinner](/creator/x/Eikevcinner) 2025-10-19T12:42Z 1156 followers, XX engagements


"💳US Credit Spending: High-score (720): spending stable record highs. Mid/low-score (660719 / 660): spending down XX% 1/3 cards. Shows post-pandemic wealth gap: rich gain from stocks poor hit by inflation"  
[X Link](https://x.com/Eikevcinner/status/1979576967591862432) [@Eikevcinner](/creator/x/Eikevcinner) 2025-10-18T15:55Z 1156 followers, XX engagements


"🏦Fed Outlook: Oct 2829 meeting faces data gaps due to US shutdown (no nonfarm retail some inflation). Officials favor small steps likely -25bps continue easing while avoiding directional errors. Sept cut sets precedent; fundamentals largely unchanged"  
[X Link](https://x.com/Eikevcinner/status/1979580210501783758) [@Eikevcinner](/creator/x/Eikevcinner) 2025-10-18T16:07Z 1156 followers, XX engagements


"🔥AMD (Outperform $XXX TP): Catalyst: OpenAI deal drives $XX EPS by 2027. AI rev: $27B total incl. $15B from OAI. Valuation: XX 2027E P/E supports $XXX target. Key: flawless execution; broader AI adoption = further upside"  
[X Link](https://x.com/Eikevcinner/status/1979893514596212853) [@Eikevcinner](/creator/x/Eikevcinner) 2025-10-19T12:52Z 1155 followers, X engagements